SGVT vs UYG
Comparison between SCHWAB GOVERNMENT MONEY MARKET ETF (SGVT, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).
SGVT vs UYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SGVT
$714M
UYG
$714M
Expense Ratio
SGVT
0.28%
UYG
N/A
Max Drawdown
Winner
SGVT
0.33%
UYG
97.97%
Sharpe Ratio
Winner
SGVT
0.49
UYG
0.05
5Y Beta
Winner
SGVT
-0.00
UYG
1.59
P/E Ratio
SGVT
N/A
UYG
16.04
Forward P/E
SGVT
N/A
UYG
15.08
PEG Ratio
SGVT
N/A
UYG
0.53
5Y Dividends CAGR
SGVT
N/A
UYG
104.43%
5Y EPS CAGR
SGVT
N/A
UYG
11.58%
Debt to Equity
SGVT
N/A
UYG
71.44%
P/S Ratio
SGVT
N/A
UYG
3.33
P/B Ratio
SGVT
N/A
UYG
2.21
SGVT vs UYG - Holdings Comparison
SGVT and UYG have 1 common holdings. Overlap is 0.00%
SGVT's top 25 holdings weight is 65.93%. UYG's top 25 holdings weight is 72.89%.
| Rank | SGVT | UYG |
|---|---|---|
| #1 | n/a (n/a) - 13.77% | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14% |
| #2 | n/a (n/a) - 8.30% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44% |
| #3 | n/a (n/a) - 5.48% | JPMORGAN CHASE & CO (JPM) - 7.28% |
| #4 | n/a (n/a) - 5.48% | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07% |
| #5 | n/a (n/a) - 5.34% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01% |
| #6 | n/a (n/a) - 3.23% | VISA INC CLASS A (V) - 4.72% |
| #7 | FEDERAL HOME LOAN BANKS 0.01% (n/a) - 3.15% | MASTERCARD INC CLASS A (MA) - 3.53% |
| #8 | n/a (n/a) - 2.95% | BANK OF AMERICA CORP (BAC) - 3.07% |
| #9 | n/a (n/a) - 2.68% | THE GOLDMAN SACHS GROUP INC (GS) - 2.40% |
| #10 | n/a (n/a) - 2.52% | WELLS FARGO & CO (WFC) - 2.16% |
| #11 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.03% | MORGAN STANLEY (MS) - 1.99% |
| #12 | FEDERAL HOME LOAN BANKS 3.56% (n/a) - 1.69% | CITIGROUP INC (C) - 1.95% |
| #13 | n/a (n/a) - 1.55% | AMERICAN EXPRESS CO (AXP) - 1.48% |
| #14 | n/a (n/a) - 1.40% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #15 | n/a (n/a) - 1.26% | BLACKROCK INC (BLK) - 1.32% |
| #16 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3.63% (n/a) - 0.78% | S&P GLOBAL INC (SPGI) - 1.13% |
| #17 | FEDERAL HOME LOAN MORTGAGE CORP. 3.625% (n/a) - 0.74% | CAPITAL ONE FINANCIAL CORP (COF) - 1.03% |
| #18 | FEDERAL FARM CREDIT BANKS 0.01% (n/a) - 0.72% | CHUBB LTD (CB) - 1.02% |
| #19 | FEDERAL HOME LOAN BANKS 3.73% (n/a) - 0.52% | PROGRESSIVE CORP (PGR) - 1.01% |
| #20 | FEDERAL FARM CREDIT BANKS 3.69% (n/a) - 0.47% | CME GROUP INC CLASS A (CME) - 0.90% |
| #21 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 0.44% | BLACKSTONE INC (BX) - 0.80% |
| #22 | n/a (n/a) - 0.42% | BANK OF NEW YORK MELLON CORP (BK) - 0.79% |
| #23 | FEDERAL HOME LOAN BANKS 4% (n/a) - 0.39% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78% |
| #24 | FEDERAL HOME LOAN MORTGAGE CORP. 3.68% (n/a) - 0.31% | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77% |
| #25 | FEDERAL HOME LOAN BANKS 3.665% (n/a) - 0.31% | U.S. BANCORP (USB) - 0.75% |
| Total Holdings | 111 | 80 |
SGVT vs UYG - Historical Returns
Returns include dividend reinvestment.
1M
SGVT
+0.30%
Winner
UYG
+2.23%
3M
SGVT
+0.87%
Winner
UYG
+3.26%
6M
Winner
SGVT
+1.70%
UYG
-7.24%
1Y
Winner
SGVT
+3.70%
UYG
+1.55%
5Y(CAGR)
SGVT
N/A
UYG
+9.23%
10Y(CAGR)
SGVT
N/A
UYG
+16.31%
Max(CAGR)
Winner
SGVT
+3.78%
UYG
-0.16%
SGVT vs UYG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SGVT | UYG |
|---|---|---|
| 2026 | +1.42% | -11.55% |
| 2025 | +2.22% | +20.40% |
| 2024 | N/A | +54.90% |
| 2023 | N/A | +21.56% |
| 2022 | N/A | -33.20% |
| 2021 | N/A | +81.39% |
| 2020 | N/A | -21.03% |
| 2019 | N/A | +65.80% |
| 2018 | N/A | -22.31% |
| 2017 | N/A | +37.19% |
| 2016 | N/A | +36.51% |
| 2015 | N/A | -4.45% |
| 2014 | N/A | +28.88% |
| 2013 | N/A | +65.28% |
| 2012 | N/A | +47.82% |
| 2011 | N/A | -35.32% |
| 2010 | N/A | +13.99% |
| 2009 | N/A | -6.37% |
| 2008 | N/A | -84.55% |
| 2007 | N/A | -40.73% |
SGVT vs UYG Drawdown Comparison
The maximum drawdown for SGVT was -0.03%, occurring on Nov 12, 2025. Recovery took 3 trading sessions.
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The current UYG drawdown is -16.10%.
| Rank | SGVT | UYG |
|---|---|---|
| #1 | -0.03% Nov 11, 2025 - Nov 14, 2025 | -97.90% Feb 20, 2007 - Jan 30, 2025 |
| #2 | -0.01% Oct 10, 2025 - Oct 15, 2025 | -30.35% Feb 18, 2025 - Jul 3, 2025 |
| #3 | -0.01% Feb 11, 2026 - Feb 13, 2026 | -28.91% Jan 6, 2026 - Mar 27, 2026 |
| #4 | -0.01% Oct 24, 2025 - Oct 28, 2025 | -11.82% Sep 29, 2025 - Dec 11, 2025 |
| #5 | -0.01% May 22, 2026 - May 27, 2026 | -7.58% Jul 25, 2025 - Aug 22, 2025 |
| #6 | -0.01% Jul 8, 2025 - Jul 10, 2025 | -6.00% Jul 3, 2025 - Jul 25, 2025 |
| #7 | -0.00% Oct 17, 2025 - Oct 21, 2025 | -3.72% Sep 4, 2025 - Sep 19, 2025 |
| #8 | -0.00% May 11, 2026 - May 14, 2026 | -3.28% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -0.00% Jan 9, 2026 - Jan 13, 2026 | -3.19% Feb 8, 2007 - Feb 14, 2007 |
| #10 | -0.00% Aug 11, 2025 - Aug 13, 2025 | -3.15% Feb 6, 2025 - Feb 18, 2025 |
| #11 | -0.00% Sep 2, 2025 - Sep 4, 2025 | -2.39% Jan 30, 2025 - Feb 6, 2025 |
| #12 | -0.00% Jan 30, 2026 - Feb 3, 2026 | -2.09% Sep 19, 2025 - Sep 29, 2025 |
| #13 | -0.00% Oct 8, 2025 - Oct 10, 2025 | -1.92% Dec 15, 2025 - Dec 22, 2025 |
| #14 | N/A | -1.86% Aug 29, 2025 - Sep 4, 2025 |
| #15 | N/A | -1.10% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between SGVT and UYG is -0.61 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.61
-101
Dividend Comparison (2007 - 2026)
SGVT vs UYG dividend yield comparison.
| Year | SGVT | UYG |
|---|---|---|
| 2026 | 1.39% | 0.25% |
| 2025 | 1.73% | 11.72% |
| 2024 | 0.00% | 0.51% |
| 2023 | 0.00% | 0.79% |
| 2022 | 0.00% | 0.77% |
| 2021 | 0.00% | 9.39% |
| 2020 | 0.00% | 0.66% |
| 2019 | 0.00% | 0.90% |
| 2018 | 0.00% | 1.28% |
| 2017 | 0.00% | 0.56% |
| 2016 | 0.00% | 0.76% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 0.29% |
| 2012 | 0.00% | 0.86% |
| 2011 | 0.00% | 0.33% |
| 2010 | 0.00% | 0.12% |
| 2009 | 0.00% | 0.69% |
| 2008 | 0.00% | 5.45% |
| 2007 | 0.00% | 2.45% |
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